Your life. Your wealth. Your future.

Pursue what matters most

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

Three Business people

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jerry Johnson

    Jerry Johnson

    Market Head

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    Job
    • AL
    • AR
    • KY
    • LA
    • TN

    Jerry has more than 35 years of financial services experience, including 29 years of experience with UBS, who he joined as a result of the PaineWebber merger. Jerry’s industry experience includes roles as a financial advisor, a Branch Office Manager and a Regional Director. During his tenure at UBS, Jerry has developed deep knowledge of the field and the firm, helping him guide advisors to greater success. Further broadening his experience and knowledge of the industry, Jerry has directed UBS’s Leadership Management and Development Program, which enabled him to study the best practices that are used to support Financial Advisors. He also has presented at leadership seminars in the U.S., Zurich and London.


    Jerry returned to Nashville in 2013 as Market Head for Tennessee & Kentucky. Prior, Jerry served as Market Area Manager and Complex Director for Atlanta. In January of 2018, Jerry's responsibilities increased to include the addition of the Arkansas and Louisiana markets, creating the South Central Market Area.

    Jerry graduated from Western Carolina University with a BSBA degree in marketing and economics. In 2000, Jerry won the prestigious Ed Connolly Leadership Award, which is given annually to UBS employees who exemplify outstanding leadership. He currently serves as an elder at Woodmont Christian Church, on the Board of Directors for OZ Arts Nashville, Nashville Entrepreneur Center and Nashville Public Library Foundation. He currently resides in Brentwood, TN with his family and enjoys running and reading.

      • Western Carolina University, BSBA Marketing and Economics
        3102 West End Avenue
        Nashville, TN 37203
      • Keitherra Graham

        Keitherra Graham

        Assistant Market Head

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        Job
        • NJ
        • NY

        Keitherra Graham is an Assistant Market Head at UBS Global Wealth Management, the world’s largest global wealth management firm. Keitherra is responsible for all UBS Wealth Management branches and financial advisors across Tennessee, Kentucky, Louisiana, and Arkansas. She works directly with UBS leaders across her territory to drive strategy, coaching and supporting financial advisors to provide the highest standard of care for UBS clients. After joining UBS in 2015 as a graduate analyst rotating through various business areas across the firm, Keitherra officially transitioned into the “field” as a Digital Specialist and was responsible for driving digital adoption and engagement amongst financial advisors and their clients.

        Keitherra graduated from Howard University in Washington, D.C. in 2015 with a Bachelor of Business Administration in Finance. In her free time, Keitherra enjoys being a mother to her 4-year-old daughter, Kennedy, traveling, reading, and exercising. Keitherra is passionate about financial literacy, public service and increasing opportunities and resources for underrepresented entrepreneurs.

          • Howard University, Bachelor of Business Administration in Finance
            909 Poydras Street
            Suite 2900
            New Orleans, LA 70112
          • Curt-Denney

            Curt Denney

            Market Supervisory Officer

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            Job
            • AL
            • AR
            • KY
            • LA
            • TN

            Curt is the Market Supervisory Officer for the South Central Market which includes Tennessee, Kentucky, Arkansas and Louisiana. Curt started his career in the Margin Department at J.C. Bradford in 1997.

            In his current role, Curt is responsible for managing risk and supervision. Curt holds an undergraduate degree in Business Administration from Middle Tennessee State University.  In his free time he enjoys fishing, hiking, baseball and spending time with family and friends. 

            Curt holds the Series 7, Series 9, Series 10, Series 63 and Series 66 licenses with FINRA.

              • Middle Tennessee State University, Business Administration
                3102 West End Avenue
                Suite 500
                Nashville, TN 37203
              • Roxanne Lenfert

                Roxanne Lenfert

                Market Administrative Officer

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                Job
                • AL
                • AR
                • IN
                • KY
                • LA
                • MA
                • TN
                • UT
                      3102 West End Avenue
                      Suite 500
                      Nashville, TN 37203
                    • Jaqcueline-Davis

                      Jacqueline Clayton Davis

                      Executive / Team Assistant

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                      Both

                        Jackie is the Market Executive Assistant for the South Central Market which includes Tennessee, Kentucky, Louisiana and Arkansas. She provides support to the management team, branch office managers, financial advisors, and support personnel. She leads the South Central Market’s Season of Service efforts.

                        Jackie joined UBS in September 2016 after moving from Kansas City, MO.  She was previously employed by DST Systems for 18 years as an Executive Assistant.

                        Jackie is a graduate of Baylor University receiving a Bachelor of Arts degree in Journalism, minor in Business.

                        Jackie lives in Franklin TN.  She enjoys spending time with her daughter, Mattie, friends and family.  She loves music, traveling, volunteering and is an avid reader.

                          • Baylor University, Bachelor of Arts degree in Journalism, minor in Business
                            3102 West End Avenue
                            Suite 500
                            Nashville, TN 37203

                          Connecting you to the deep resources of UBS

                          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                          UBS Wealth Way

                          UBS Wealth Way

                          Tailored lending and cash management

                          Tailored lending and cash management

                          Retirement planning

                          Retirement planning

                          Are you ready for anything?

                          A Liquidity strategy can help.

                          In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                          Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          Best

                          Global private bank services, 2016-2022
                          Euromoney Private Banking and Wealth Management Survey, 2022

                          $3.3 trillion

                          In invested assets globally 
                          As of 12/31/2021

                          $10 billion

                          USD invested in 100% sustainable portfolios4

                          4ubs.com/Impact/2/2020

                          Insights